Create Chaser customers from onboarding events
Move approved customer details into billing without another data entry queue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customers can be ready to buy while billing setup remains unfinished.
- Shorten billing setup time
- Reduce duplicate onboarding entry
- Start with confirmed details
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create an automation named Webhook customer onboarding.
- 3Tell Notis to check for an existing customer and create one from the confirmed onboarding details only when no match exists.
- 4Choose a Notis webhook trigger and choose a report channel.
- 5Test with one real onboarding payload.
Questions about this workflow
What if onboarding data is incomplete?
Ask Notis to report missing required details and avoid creating a partial customer.
Can this handle duplicate submissions?
Yes, instruct Notis to check existing Chaser customers before creating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Chaser. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Timelinesai and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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